Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

ROUND HILL ASSET MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #107069
Typical Fee--
AUM$273M
Minimum--
Clients198

ROUTE ONE INVESTMENT COMPANY, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #156398
Typical Fee--
AUM$5.0B
Minimum--
Clients4

ROW ASSET MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #168336
Typical Fee--
AUM$2.5B
Minimum--
Clients13

RPA FINANCIAL, LLC

Fee-Only, No ConflictsClean Record
San Rafael, CaliforniaCRD #294105
Typical Fee--
AUM$8.0B
Minimum--
Clients230

RPG INVESTMENT ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pleasanton, CaliforniaCRD #172173
Typical Fee--
AUM$1.0B
Minimum--
Clients953

RRG CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #291853
Typical Fee--
AUM$2.6B
Minimum--
Clients13

RS CRUM INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #158621
Typical Fee--
AUM$617M
Minimum--
Clients952

RSC ASSET MANAGEMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Studio City, CaliforniaCRD #312211
Typical Fee--
AUM$149M
Minimum--
Clients7

RSC INDUSTRIAL ASSET MANAGEMENT GROUP 2, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Studio City, CaliforniaCRD #324467
Typical Fee--
AUM--
Minimum--
Clients--

RUBICON ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Redding, CaliforniaCRD #174447
Typical Fee--
AUM$421M
Minimum--
Clients2,219

RUDNEY ASSOCIATES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Alamo, CaliforniaCRD #110235
Typical Fee--
AUM$869M
Minimum--
Clients488

RUNNING POINT CAPITAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
El Segundo, CaliforniaCRD #306275
Typical Fee--
AUM$657M
Minimum--
Clients748

RVW WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #140451
Typical Fee--
AUM$1.6B
Minimum--
Clients2,586

SABAL INVESTMENT ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Irvine, CaliforniaCRD #169572
Typical Fee--
AUM$4.3B
Minimum--
Clients6

SACKETT WEALTH ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brea, CaliforniaCRD #289950
Typical Fee--
AUM$181M
Minimum--
Clients906

SAFEGUARD INVESTMENT ADVISORY GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Corona, CaliforniaCRD #146132
Typical Fee--
AUM$604M
Minimum--
Clients3,452

SAGE RHINO CAPITAL LLC

Fee-OnlyAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #290148
Typical Fee1.50%
AUM$787M
Minimum--
Clients1,441

SAGE STONE WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #155477
Typical Fee--
AUM$230M
Minimum--
Clients424

SAGENT WEALTH MANAGEMENT

Also Compensated via Insurance
Laguna Beach, CaliforniaCRD #147890
Typical Fee--
AUM$94M
Minimum--
Clients224

SAGEVIEW ADVISORY GROUP, LLC

Also Compensated via Brokerage
Newport Beach, CaliforniaCRD #126777
Typical Fee--
AUM$238.6B
Minimum--
Clients13,295

SALEM PARTNERS WEALTH MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #131359
Typical Fee--
AUM$413M
Minimum--
Clients208

SALIENT WEALTH PLANNING

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #327885
Typical Fee--
AUM$200M
Minimum--
Clients824

SAN LUIS WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Luis Obispo, CaliforniaCRD #309506
Typical Fee--
AUM$706M
Minimum--
Clients1,364

SANCUS CAPITAL MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #157121
Typical Fee--
AUM$667M
Minimum--
Clients10

SAND HILL GLOBAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #111295
Typical Fee--
AUM$3.9B
Minimum--
Clients2,055

SANDBRIDGE INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #169112
Typical Fee--
AUM$268M
Minimum--
Clients6

SAPIENCE INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #284720
Typical Fee--
AUM$185M
Minimum--
Clients9

SARATOGA RESEARCH & INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Saratoga, CaliforniaCRD #110506
Typical Fee--
AUM$2.5B
Minimum--
Clients3,016

SAS FINANCIAL ADVISORS, LLC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #288015
Typical Fee--
AUM$150M
Minimum--
Clients576

SASSER INVESTMENT MANAGEMENT, INC.

Clean RecordAlso Compensated via Insurance
Berkeley, CaliforniaCRD #110886
Typical Fee--
AUM$111M
Minimum--
Clients117
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